LCF vs FLCV overlap
LCF and FLCV overlap 10.4% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LCF | FLCV | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.75% | 2.59% | 2.59% |
| Johnson&JohnsonJNJ | 1.90% | 1.52% | 1.52% |
| Texas InstrumentTXN | 1.76% | 1.50% | 1.50% |
| Exxon Mobil Corp.XOM | 2.21% | 0.94% | 0.94% |
| Unitedhealth GRPUNH | 1.47% | 0.89% | 0.89% |
| Philip Morris inPM | 2.47% | 0.85% | 0.85% |
| Applied MaterialAMAT | 3.88% | 0.79% | 0.79% |
| Schwab (Charles)SCHW | 1.92% | 0.64% | 0.64% |
| META Platforms-aMETA | 5.18% | 0.62% | 0.62% |
| Berkshire HATH-BBRK/B | 1.70% | 0.11% | 0.11% |
| Salesforce Inc.CRM | 1.03% | 0.00% | 0.00% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: LCF, SEC Form N-PORT, June 30, 2026; FLCV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LCF | FLCV |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $9.3M | $17.4M |
| Wells Fargo & Company | $45K | $51K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: LCF institutional holders, FLCV institutional holders.
Frequently asked questions
How much do LCF and FLCV overlap?
10.4% by weight, with 11 holdings in common, using holdings for LCF as of June 30, 2026 and FLCV as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both LCF and FLCV?
2 Form 13F filers report positions in both, out of 27 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.